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Investment Life & Pensions Moneyfacts Awards

Full Product Directory

London Hilton on Park Lane,
Thursday 15 September 2022

London Hilton on Park Lane,
Thursday 15 September 2022

Banner Image of the Investment Life & Pensions Moneyfacts Awards Winner's Trophy Banner Image of the Investment Life & Pensions Moneyfacts Awards Winner's Trophy Banner Image of the Investment Life & Pensions Moneyfacts Awards Winner's Trophy
Supporter Brands of the Investment Life & Pensions Moneyfacts Awards 2022 Supporter Brands of the Investment Life & Pensions Moneyfacts Awards 2022 Supporter Brands of the Investment Life & Pensions Moneyfacts Awards 2022

What are the Investment Life & Pensions Moneyfacts Awards?

The unrivalled highlight of the year for the investment, life and pensions market.

Each year rigorous product monitoring is carried out throughout the preceding year, and the financial adviser community is also consulted, in order to determine the winners of the Investment Life & Pensions Moneyfacts awards.

Voting enables the adviser community to have their say meaning the awards use a unique mix of feedback and technical product monitoring to decide the best brands and products each year.

What are the Investment Life & Pensions Moneyfacts Awards?

The unrivalled highlight of the year for the investment, life and pensions market.

Each year rigorous product monitoring is carried out throughout the preceding year, and the financial adviser community is also consulted, in order to determine the winners of the Investment Life & Pensions Moneyfacts awards.

Voting enables the adviser community to have their say meaning the awards use a unique mix of feedback and technical product monitoring to decide the best brands and products each year.

15 September 2022, London Hilton on Park Lane

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When is the awards ceremony?

Get together with the rest of the industry!

The awards ceremony will take place on Thursday 15 September at the London Hilton on Park Lane.

The event starts with a drinks reception at 6:30pm and the awards presentation follows a three-course dinner.

There will then be post-awards entertainment until carriages at 1am.

 

When is the awards ceremony?

Get together with the rest of the industry!

The awards ceremony will take place on Thursday 15 September at the London Hilton on Park Lane.

The event starts with a drinks reception at 6:30pm and the awards presentation follows a three-course dinner.

There will then be post-awards entertainment until carriages at 1am.

 

Follow our Events Team on Twitter

Follow our Events Team on Twitter

Shortlists to be announced 26 May

The Investment Life & Pensions Moneyfacts Awards voting survey is now closed and shortlists will be announced 26 May on the Moneyfacts Awards team Twitter feed. Advisers have given us their feedback on providers across a number of categories by completing the voting survey which took place earlier this year.

You can see a schedule of the announcement day here.

 

Shortlists to be announced 26 May

The Investment Life & Pensions Moneyfacts Awards voting survey is now closed and shortlists will be announced 26 May on the Moneyfacts Awards team Twitter feed. Advisers have given us their feedback on providers across a number of categories by completing the voting survey which took place earlier this year.

You can see a schedule of the announcement day here.

 

Adviser categories

Adviser categories

Once again, advisers have their own chance to shine at the 2022 Investment Life & Pensions Moneyfacts Awards. Entries were submitted earlier this year and shortlists will be announced with our provider categories on 26 May.

Once again, advisers have their own chance to shine at the 2022 Investment Life & Pensions Moneyfacts Awards. Entries were submitted earlier this year and shortlists will be announced with our provider categories on 26 May.

Investment Adviser of the Year sponsored by

Brand Logo Puma Investments

Retirement Adviser of the Year sponsored by

Brand Logo Canada Life

Protection Adviser of the Year sponsored by

Brand Logo Aegon

Tax & Estate Planner of the Year sponsored by

Brand Logo Canada Life

Equity Release Adviser of the Year sponsored by

Brand Logo more2life

Investment Adviser of the Year sponsored by

Brand Logo Puma Investments

Retirement Adviser of the Year sponsored by

Brand Logo Canada Life

Protection Adviser of the Year sponsored by

Brand Logo Aegon

Tax & Estate Planner of the Year sponsored by

Brand Logo Canada Life

Equity Release Adviser of the Year sponsored by

Brand Logo more2life

Investment Adviser of the Year sponsored by

Brand Logo Puma Investments

Retirement Adviser of the Year sponsored by

Brand Logo Canada Life

Protection Adviser of the Year sponsored by

Brand Logo Aegon

Tax & Estate Planner of the Year sponsored by

Brand Logo Canada Life

Equity Release Adviser of the Year sponsored by

Brand Logo more2life

Judging Process

Judging Process

Providers

The finalists and eventual winners of the Investment Life & Pensions Moneyfacts Awards are decided by a combination of methods. Two elements make up the product-specific categories: the first is a financial adviser voting process that takes place between 7 February 2022 and 8 April 2022, whereby advisers are asked to nominate their top three providers across the full range of protection, retirement and investment products. Advisers are free to nominate any providers they wish, rather than having to select from a predetermined shortlist. These results are then given over to the analytical expertise of our research team, who then thoroughly examine the pricing and features of each provider’s product during the preceding 12-month period to come to the final decisions.

Advisers

Throughout spring 2022, entries for the adviser categories are invited from the adviser community. We also consult our provider contacts for their thoughts on advisers that should be considered. Advisers who wish to be considered have to complete a questionnaire providing details of their organisation, level of expertise and how they deliver their advice proposition. They are also asked to support this nomination with evidence of their ability to deliver award-winning service. Based on the quality of the submissions, a shortlist is drawn up and announced in May. Shortlisted advisers are then able to invite testimonials (submitted via an online form) until June 2022. An internal judging panel assesses these to decide upon the final positions of the finalists.

Providers

The finalists and eventual winners of the Investment Life & Pensions Moneyfacts Awards are decided by a combination of methods. Two elements make up the product-specific categories: the first is a financial adviser voting process that takes place between 7 February 2022 and 8 April 2022, whereby advisers are asked to nominate their top three providers across the full range of protection, retirement and investment products. Advisers are free to nominate any providers they wish, rather than having to select from a predetermined shortlist. These results are then given over to the analytical expertise of our research team, who then thoroughly examine the pricing and features of each provider’s product during the preceding 12-month period to come to the final decisions.

Advisers

Throughout spring 2022, entries for the adviser categories are invited from the adviser community. We also consult our provider contacts for their thoughts on advisers that should be considered. Advisers who wish to be considered have to complete a questionnaire providing details of their organisation, level of expertise and how they deliver their advice proposition. They are also asked to support this nomination with evidence of their ability to deliver award-winning service. Based on the quality of the submissions, a shortlist is drawn up and announced in May. Shortlisted advisers are then able to invite testimonials (submitted via an online form) until June 2022. An internal judging panel assesses these to decide upon the final positions of the finalists.

View photos from the 2021 Investment Life & Pension Moneyfacts Awards

View photos from the 2021 Investment Life & Pension Moneyfacts Awards

Watch video highlights of our previous Investment Life & Pensions Moneyfacts Awards ceremony.

 

Watch video highlights of our previous Investment Life & Pensions Moneyfacts Awards ceremony.

 

Previous years' winners

Previous years' winners

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